Account Type***** ****Account Owner**** ******Account Opps/Deals******* ******Closed Won • Jan 25***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
AssetmarkChief Investment Officer; SVP, Investment Management (Savos, GPS, Aris)Aug 16- Sep 21AspiriantChief Investment OfficerMar 05- May 13WilshireVice President, Funds Management GroupJan 03- Mar 05
Nathan LewisCo FounderView Profile, Nathan LewisSabrina GCo FounderView Profile, Sabrina GJustin ManninaCo FounderView Profile, Justin Mannina